KMS Financial Services’s Alerian MLP ETF AMLP Stock Holding History

KMS Financial Services’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$2.06M	Buy	21,525 +203	+1%	+$19.2K	0.29%	82
2014 Q2	$2.02M	Buy	21,322 +196	+0.9%	+$17.9K	0.29%	84
2014 Q1	$1.86M	Buy	21,126 +3,110	+17%	+$273K	0.29%	83
2013 Q4	$1.6M	Buy	18,016 +260	+1%	+$22.8K	0.27%	85
2013 Q3	$1.56M	Buy	17,756 +4,293	+32%	+$379K	0.38%	58
2013 Q2	$1.2M	Buy	+13,463	New	+$1.19M	0.34%	69

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return

KMS Financial Services's AMLP Position: Q3 2014 in Review

KMS Financial Services increased its Alerian MLP ETF (AMLP) stake by 0.95% in Q3 2014, buying an estimated $19.2K and bringing the position to 21,525 shares worth $2.06M. The position accounts for 0.29% of the portfolio, ranked #82.

KMS Financial Services first reported a position in AMLP in Q2 2013 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold AMLP as of Q3 2014.

KMS Financial Services held 21,525 shares of Alerian MLP ETF worth $2.06M as of Q3 2014.
KMS Financial Services bought 203 Alerian MLP ETF shares in Q3 2014, an estimated $19.2K.
Alerian MLP ETF made up 0.29% of KMS Financial Services's portfolio in Q3 2014, its #82 holding.
KMS Financial Services first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.